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Forvis Mazars Wealth Advisors’s Vanguard Core Bond ETF VCRB Stock Holding History

Forvis Mazars Wealth Advisors’s Portfolio VCRB Stock Details VCRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$198M Buy
2,694,345
+348,829
+15% +$26.4M 3.26% 4
2026
Q2 		$181M Buy
2,345,516
+294,406
+14% +$22.7M 3.03% 4
2026
Q1 		$159M Buy
2,051,110
+337,584
+20% +$26.3M 3.01% 4
2025
Q4 		$133M Buy
1,713,526
+401,946
+31% +$31.5M 2.52% 7
2025
Q3 		$103M Buy
1,311,580
+483,135
+58% +$37.5M 2.04% 9
2025
Q2 		$64.3M Buy
828,445
+343,599
+71% +$26.3M 1.39% 11
2025
Q1 		$37.5M Buy
484,846
+309,049
+176% +$23.6M 0.9% 19
2024
Q4 		$13.3M Buy
175,797
+112,974
+180% +$8.72M 0.31% 48
2024
Q3 		$4.97M Buy
62,823
+54,724
+676% +$4.27M 0.11% 93
2024
Q2 		$616K Buy
+8,099
New +$611K 0.02% 260

Other funds holding VCRB

MWA
Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $667M AUM 15.8% 1-Year Est. Return
QFPS
Quantum Financial Planning Services Spokane, Washington $367M AUM 8.86% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Forvis Mazars Wealth Advisors's VCRB Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors increased its Vanguard Core Bond ETF (VCRB) stake by 15% in Q3 2026, buying an estimated $26.4M and bringing the position to 2,694,345 shares worth $198M. The position accounts for 3.26% of the portfolio, ranked #4.

Forvis Mazars Wealth Advisors first reported a position in VCRB in Q2 2024 and has held it in 10 quarters since. 46 funds tracked by Wall St. Rank hold VCRB as of Q3 2026.

  • Forvis Mazars Wealth Advisors held 2,694,345 shares of Vanguard Core Bond ETF worth $198M as of Q3 2026.
  • Forvis Mazars Wealth Advisors bought 348,829 Vanguard Core Bond ETF shares in Q3 2026, an estimated $26.4M.
  • Vanguard Core Bond ETF made up 3.26% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #4 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Vanguard Core Bond ETF in Q2 2024 and has held it in 10 quarters since.
  • 46 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q3 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.